ELSS Tax Saverregulargrowth
Invesco India ELSS Tax Saver Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.64%
1 Month-11.55%
3 Months-15.52%
6 Months-15.86%
1 Year-8.97%
3 Years (CAGR)+11.55%
5 Years (CAGR)+8.83%
10 Years (CAGR)+11.98%
Since Inception (Jan 2007)+12.88%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-23.22%
3 Year SIP-1.90%
5 Year SIP+4.47%
Since Inception (Jan 2007)+12.93%
Fund Details
Fund HouseInvesco Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹2,602 Cr
Expense Ratio1.94%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date02 Jan 2007
AMFI Code104636
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Invesco India ELSS Tax Saver Fund - Regular Plan - Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
Invesco India ELSS Tax Saver Fund - Regular Plan - Growth is a ELSS Tax Saver mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹2,602 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.94%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations